DAVID J. BANKS
PRESIDENT
David J. Banks is President and Founder of Clutch Financial Solutions. With more than 15 years in the financial services industry, he set out to build a company where both advisors and clients flourish in an environment dedicated to exemplary service.
David has amassed his knowledge and the best of his experiences into this single entity. Together with the success of the advisors, staff and partners — he believes the company truly represents the best financial offerings available to new and established clients.
With his formal education in architecture, David's blueprint for financial planning includes a solid foundation and series of objectives in order to achieve peak results for his clients.
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CHRISTINE M. JOLY, CFP
ADVISOR
Christine M. Joly was awarded her undergraduate degree from the University of Ottawa. In 1985, she joined the insurance industry after five successful years as a professional dietitian. For over 22 years, Christine has dedicated her professional career to helping families and businesses realize their financial potential.
She specializes in the insurance and retirement planning aspect of financial planning. Christine was awarded her Certified Financial Planner (CFP) designation in January 2004. She is currently working towards her CLU designation.
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SORAYA DAVAI
ADVISOR
Soraya spent 18 years as an insurance and investment broker with two large Canadian firms before joining Clutch Financial Solutions in 2007.
She has received two undergraduate degrees in Statistics & Accounting and Art & Design. Soraya also holds certification in Italian Language and speaks Persian. She is currently involved in learning more about trading and the Forex Exchange.
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CHRISTOPHER FULTON
ACCOUNT ANALYST
Previous to joining Clutch Financial Solutions, Chris enjoyed 10 years as a Sales/Account Executive. His primary role involves actively reviewing client portfolios on a daily basis as changes in business and economic cycles emerge. Clients find immense comfort knowing their portfolios are being actively monitored and action initiated, in real time, to protect their investments. Chris is also author of the monthly communiqué released first to our clients then as a public service.
One of his favourite quotes is from Tiger Woods, "I get to play golf for a living. What more can you ask for than getting paid to do what you love".
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BRENDA RUTHERFORD
NAVIGATOR LIAISON
With more than 20 years experience in financial services, Brenda is the primary lead between Clutch Navigator and client administration. She helps ensure our processes are up to date by maintaining the ongoing dialogue between the firmcompany and clients — the hallmark of Navigator. Brenda is highly organized and willing to think outside the box. She executes her key role with a great sense of urgency, enthusiasm and ever positive attitude.
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ADVISORS, STAFF & PARTNERS
